Secure Asset Management, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 287 filers reported holding VANGUARD WORLD FD in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.

Quarter-by-quarter ownership
Secure Asset Management, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$360,647
+4.7%
3,557
+7.2%
0.11%
+2.9%
Q2 2023$344,404
+3.4%
3,319
+0.6%
0.10%
-5.4%
Q1 2023$333,180
-1.3%
3,298
+0.5%
0.11%
-8.3%
Q4 2022$337,529
+15.6%
3,282
+1.0%
0.12%
-26.2%
Q3 2022$292,000
-6.7%
3,2510.0%0.16%
-5.2%
Q2 2022$313,000
-11.8%
3,251
-1.8%
0.17%
+8.1%
Q1 2022$355,000
-0.3%
3,310
-0.6%
0.16%
+11.1%
Q4 2021$356,000
+10.9%
3,330
+1.4%
0.14%
-8.9%
Q3 2021$321,000
-2.1%
3,285
-0.2%
0.16%
-4.8%
Q2 2021$328,000
+5.1%
3,291
+0.5%
0.17%
-4.6%
Q1 2021$312,000
+6.5%
3,274
-3.0%
0.17%
+0.6%
Q4 2020$293,000
+14.0%
3,376
+0.7%
0.17%
-1.7%
Q3 2020$257,000
+5.3%
3,353
+0.6%
0.18%
+2.3%
Q2 2020$244,000
+11.4%
3,334
+0.7%
0.17%
-27.1%
Q1 2020$219,000
-0.5%
3,312
+31.0%
0.24%
+52.3%
Q4 2019$220,0002,5290.16%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2022
NameSharesValueWeighting ↓
Greytown Advisors Inc. 275,937$20,616,0009.62%
RELIANCE TRUST CO 5,849$435,0009.55%
BHK Investment Advisors, LLC 128,875$9,590,0006.67%
LINCOLN NATIONAL CORP 1,413,884$105,207,0003.85%
WealthShield Partners, LLC 82,955$6,211,0003.79%
PLANNING DIRECTIONS INC 46,837$3,485,0003.37%
Capital Advantage, Inc. 180,973$13,466,0003.17%
Blue Edge Capital, LLC 59,825$7,117,439,0002.85%
Avior Wealth Management, LLC 128,571$9,567,0002.16%
Pinion Investment Advisors, LLC 14,522$1,081,0002.09%
View complete list of VANGUARD WORLD FD shareholders